Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 11.11% |
$29.6K - $32.4K
|
9.25K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-660- 0.67% |
$16.9K - $18.5K
|
97.7K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-528- 0.63% |
$13.5K - $14.8K
|
83.3K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-448- 2.56% |
$11.5K - $12.5K
|
17K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-309- 0.18% |
$7.91K - $8.65K
|
173K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 2.15% |
$7.04K - $7.7K
|
12.5K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-199- 0.64% |
$5.1K - $5.57K
|
30.7K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-73- 0.31% |
$1.87K - $2.04K
|
23.7K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32- 4.73% |
$820 - $896
|
645
$18.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-31- 0.14% |
$794 - $868
|
21.9K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-29- 0.04% |
$743 - $812
|
67.1K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.5% |
$615 - $672
|
1.58K
$44.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.01% |
$51.2 - $56
|
38.1K
$1.07M
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-370K- 74.42% |
$9.39M - $10.5M
|
127K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-45.9K- 5.84% |
$1.16M - $1.3M
|
739K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.52K- 39.57% |
$140K - $157K
|
8.43K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 9.94% |
$25.3K - $28.3K
|
9.05K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-228- 2.01% |
$5.78K - $6.47K
|
11.1K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1- -0.0% |
$25.4 - $28.4
|
22.8K
$639K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-183K- 14.0% |
$4.7M - $5.01M
|
1.12M
$31.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61K- 78.05% |
$1.57M - $1.68M
|
17.2K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$22.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.52K- 5.8% |
$39K - $41.6K
|
24.6K
$690K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-864- 97.08% |
$22.2K - $23.7K
|
26
$729
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 0.57% |
$1.24K - $1.32K
|
8.43K
$236K
|
|
| Q1 2024 | |||||||
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 66.67% |
$98.5K - $107K
|
2K
$56K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-945- 9.9% |
$23.3K - $25.4K
|
8.6K
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-580- 2.29% |
$14.3K - $15.6K
|
24.7K
$692K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.34K- 5.07% |
$141K - $162K
|
119K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-646- 2.02% |
$14.3K - $16.5K
|
31.3K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 0.11% |
$333 - $384
|
13.1K
$368K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.2K- 3.47% |
$748K - $810K
|
896K
$25.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 8.81% |
$441K - $477K
|
196K
$5.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-6.51K- 16.09% |
$151K - $164K
|
33.9K
$951K
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-670- 6.57% |
$15.6K - $16.9K
|
9.53K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 0.89% |
$3.6K - $3.9K
|
17.2K
$483K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 3.14% |
$13.5K - $14.4K
|
17.8K
$500K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.82K- 24.35% |
$130K - $157K
|
21.2K
$593K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-150- 50.0% |
$2.86K - $3.45K
|
150
$4.2K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 88.18% |
$2.75M - $3.33M
|
19.3K
$542K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-56.1K- 8.36% |
$1.07M - $1.3M
|
616K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-34.6K- 40.48% |
$660K - $799K
|
50.9K
$1.43M
|
|